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Advisor

Edward Budd

Meridian Wealth Advisors · Austin, Texas

Edward Budd is a fee-only financial advisor at Meridian Wealth Advisors in Austin, Texas, who holds the CFP credential. Meridian Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Facts

FirmMeridian Wealth Advisors
Based in Austin, Texas
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$1.74B across 1,539 accounts
CredentialsCFP
SEC registration Investment adviser representative in TX · CRD 6346098
Firm size12 employees
Disclosures None reported
Websitewww.meridianadvisors.com

How Edward's firm compares

  • Meridian Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,539 accounts).

What fee-only advisors charge in Texas

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Questions about Edward

Is Edward Budd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Meridian Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Edward charge for financial advice?

Edward's firm, Meridian Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Edward Budd based?

Edward Budd is based in Austin, Texas.

What credentials does Edward Budd hold?

Edward Budd holds the CFP credential.

Is Edward Budd registered with the SEC?

Yes. Edward Budd is registered as an investment adviser representative in TX (CRD 6346098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Meridian Wealth Advisors manage?

Meridian Wealth Advisors reports $1.74B across 1,539 accounts in assets under management.

How do I contact Edward Budd?

Through Edward's website, www.meridianadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Austin

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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